Marketing Co-Fiduciary Advisory Services to Qualified Plans: Introduction and Knowledge Base

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Marketing Co-Fiduciary Advisory Services to Qualified Plans: Introduction and Knowledge Base
Unified Trust Company, N.A.

Jan. 5, 2005

Excerpt: This is the first part of a three-part white paper on marketing co-fiduciary advisory services to qualified plans. The marketplace is undergoing a seismic shift in how 401k services are sold and delivered, and the purpose of this paper is to help advisors become leaders under the new advisory model.

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